LJI Wealth Management’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $565K | Hold |
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|
2025
Q2 | $574K | Sell |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $475K | Hold |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $360K | Buy |
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